SAGPX Mutual Fund
SAGPX Mutual Fund
Principal Strategic Asset Management Conservative Growth Portfolio Class A
SAGPX Mutual Fund Overview
SAGPX Mutual Fund (Principal Strategic Asset Management Conservative Growth Portfolio Class A) is managed by Principal Funds with $1.82B in net assets. SAGPX expense ratio is 1.08%, holding 27 positions across sectors including Unknown, Other. Inception date: 1996-07-25.
SAGPX performance shows a YTD return of 9.03%. The 1-year return is 18.41% and the 5-year return is 8.10%. SAGPX dividend yield stands at 12.27%, paid annually.
SAGPX top holdings include Principal U.S. Mega-Cap Etf (14.4%), Principal Capital Appreciation Fund (11.6%), Global Emerging Markets Fund (8.1%), Equity Income Fund (7.5%), Principal International Equity Etf (7.5%). View all SAGPX holdings, sector breakdown, or dividend history.
SAGPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAGPX alternatives are available via the screener, along with tax-loss harvesting opportunities.